-2.1%
HSY vs HAS
+212.5%
-214.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.7% |
| 7D | -2.1% | +1.4% | -3.5% | -2.3% |
| 30D | +6.1% | +26.3% | -20.2% | +3.3% |
| 3M | -5.6% | +25.6% | -31.2% | -8.1% |
| 6M | -9.5% | +30.3% | -39.8% | -12.4% |
| YTD | -2.1% | +50.4% | -52.5% | -6.9% |
| 1Y | +0.8% | +57.7% | -56.9% | -4.8% |
| 3Y | -2.1% | +213.4% | -215.5% | -17.4% |
| All | -2.1% | +212.5% | -214.6% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling